Page 12 - 2018 How to Retire from Florida

Question #9:

Who can help me with

all of these decisions?

Y o u r DROP Advisory Council
member can review these
important issues with you:

• Do you have children or
grandchildren that you want
to help financially? If you
are planning to help them with
college costs, your Advisor will
discuss college funding plans
9
with you. You also can leave them a
legacy with life insurance.

• Do you have debts that need
to be paid? We can review with you
cost effective ways to pay down
debt, reduce mortgage debt, or
insure that all of these debts don’t become
part of your legacy.
Rest assured that you will never have
to travel the road to retirement alone! • Are you interested in leaving
DROP Advisory Council members specialize money to a charity? Various
in retirement planning and your pension strategies can be implemented
system. They stand ready to answer your while you are alive, while others
questions, run calculations, research, and would be included in your estate
coordinate areas of your financial life. through proper planning.

You may also want to have on your financial • Do you have a will, a durable
team a tax preparer/CPA, an attorney, and a power of attorney, a living will,
real estate broker. Also check in with and a medical directive? These
governmental resources, such as myfrs.com, important documents require that
ssa.gov, and the Florida Division of you consult an attorney skilled in
Retirement. wills and estate planning.